Cross-site Lookup is a much simpler but feature-packed lookup tool that gets information from any site in a site collection. A find-as-you-type functionality filters items displayed in the lookup field according to a view defined in the source list. To know more, check out the Cross-site Lookup page.

Cascaded Lookup is also a lookup tool but with more powerful features and establishes more relationship with lists. It creates more choices on dropdown menus but at the same time cuts down choices as data is specified within each drop-down menu, thus also cutting down lookup time. To know more, check out the Cascaded Lookup page.

Lookup Tracker - summarizes all information related to an item in a list. The page displays not only all items from which this item looks up, but also all items which look up information from this item. A “Related Information” link displays all connected information of the item. To know more, check out the Lookup Tracker page.

SharePoint Cross-site Lookup

Feature List	Cross Site Lookup	SharePoint
Lookup information from SharePoint lists in other sites.
Filter column value by selecting list views.
Find-as-you-type function.
Convertible columns for Cross-Site Lookup, Cascaded Lookup and SharePoint default lookup.

SharePoint Cascaded Lookup

Feature List	Cascaded Lookup	SharePoint
A parent-child relationship can be built, meaning data entered in one field filters the options in the next field.
Set combination of filters from the source list or target list to filter items in lookup field
Changes in data made in source list is automatically synchronized to target list
Add multiple selections from the source list to list items in the target list;
Convert lookup columns in SharePoint, Cross-Site, and Cascaded Lookup column;
Integrated memory feature saves Cascaded Lookup settings when converting between different Lookup column types;
Filter lookup items by view.

SharePoint Lookup Tracker

Feature List	Cross Site Lookup	SharePoint
A "Related Information" link on Context Menu of SharePoint item to an overview page displaying all connected information of the item;
Display all items from which this item looks up information;
Display all items which look up information from this item.

Tutorials are located at the product’s independent web page. Click to learn more.

• SharePoint Cross-Site Lookup
• SharePoint Cascaded Lookup
• SharePoint Lookup Tracker

Languages Supported: English, Japanese, German

System Requirements

For SharePoint 2010:

For SharePoint 2007:

Release Notes

• What will happen when the Cascaded Lookup license expires？
  • When the Cascade Lookup license expires, the existing Cascaded Lookup columns will continue to function in lists, but new Cascaded Lookup columns cannot be created, and the existing configuration cannot be modified.
• How should I deal with Cross-Site lookup information losses in a site collection that is created by custom templates?
  • After creating a site collection from a custom template, enter the Change Column page of the Cross-Site Lookup. Then click the "OK" button to save the configuration, set all Cross-Site lookup columns in the same way; all information will be shown in the web part.
• How do I convert SharePoint Lookup to Cascaded Lookup?
  • Enter Create Column page, choose the Cascaded Lookup in the radio button. Then click the "Convert to Cascaded Lookup from..." link to enter "Convert to Cascaded Lookup" page. Select the column you want to convert to Cascaded Lookup, and click "OK" button.
• If I uninstall the program, will I lose the data that is currently in Cascaded Lookup fields?
  • No, you will not lose the data in the current cascaded lookup fields.
• Why can’t Cross-Site/Cascaded Lookup columns be edited in the Datasheet view?
  • Because the Datasheet view only supports out-of-box column types, you can convert Cross-Site/Cascaded Lookup to default Lookup in the Change Column page if you want to bulk edit in Datasheet view. After finishing editing you can convert it back to the Cross-Site/Cascaded lookup.
  • Note: If Cross-Site/Cascaded Lookup columns are converted to SharePoint Lookup columns, some functions of Cross-Site/Cascaded lookup will be lost.
• Does the lookup work with SharePoint document library (as the standard SharePoint lookup does)?
  • Yes, Cross-Site Lookup can be used by Document Library.
• Why doesn’t the Cascaded function work when I edit in an open word document?
  • Cascaded Lookup cannot be used in a word document. It is recommended to use the Cascaded Lookup in the SharePoint list or library for complete functionality.
• Can the software be deployed on server-side only or does it have to be installed on each client machine?
  • It just needs to be deployed on the server; there is no need to install anything on client side.
• What are the limitations of the trail version??
  • There is no limited functionality for the trial version except for you not being able to convert Cross-Site/Cascaded Lookup to SharePoint Lookup.
  • For other Questions regarding Cross-Site / Cascaded Lookup, please refer to the specific FAQ sections for Cascaded Lookup and Cross-Site Lookup.

Purchase FAQ

Questions about Licensing:

• What is the difference between a Server License and a Site Collection License/Farm License?
  • Currently, we can provide Server License, Site Collection License and Farm License:
  • Each WFE will require a Server License (For SharePoint 2007: all servers running the SP Web Application service will need to be licensed; for SharePoint 2010: all servers running the "Microsoft SharePoint Foundation Web Application" service will need to be licensed). SPB Server Licenses do NOT limit the number of end-users.
  • A Site Collection License (with end-user number limit) can be applied to one site collection only, you would need to make sure the number of end-users is within the end-user number limit provided by your license;
  • A Farm License can be used across all site collections within a SharePoint farm; however the maximum number of users within each site collection is limited by the end-user number limit provided by your license. For example, a 400-end user Farm License means that the number of users within a site collection should not exceed 400.
  • To find out the number of end-users you have in your site collection/farm, please check the license management page (this will appear after you install the trial version of our software on your SharePoint servers), or download and run the free End User Viewer Tool available here: http://www.sharepointboost.com/end-user-viewer-tool.html.
• Which type of license should I choose?
  • Server Licenses are better if you would like to use the product without site collection or end-user restrictions.
  • A Site Collection License/Farm License is better if you only want to use the product in one site collection/farm and the number of end-users is unlikely to grow rapidly or change frequently.
  • If you are still unsure as to which license type is best for you, please email sales@sharepointboost.com for assistance.
• What are "end-users" and how do they affect my Site Collection License/Farm License?
  • End-users do NOT affect Server Licenses. An end-user count is only needed for a Site Collection License or Farm License.
  • An end-user is defined as any user who has access to, or has accessed any site in your Site Collection/Farm at any point in time, either directly (e.g. signing in) or indirectly (e.g. assigning him a task). And the number of end-users in the site collection means the total number of users across all sites in the site collection.
  • Once a user has accessed a site in the site collection/farm, he is counted, regardless of whether or not this user is active on the site where the product is used. For example, while you may only have 50 users who would need to use the product on Site A in the site collection, there are 360 users accessing Site B (including the 50 accessing Site A), making a total of 360 users with access to the site collection. Since Site A and Site B are in the same site collection, you would need to purchase a license for at least 360 users. SPB licenses increase in increments of 100 users, so if there are 360 people who have access to the site collection, you will need to purchase a 400 end-user license.
• If the current end-user number exceeds the end-user number allowed by my Site Collection License/Farm License, what will happen?
  • Please note that end-users do NOT affect Server Licenses.
  • If the current end-user amount exceeds the amount of end-users allowed by your Site Collection License/Farm License, the original functions and settings of the software will NOT be influenced until you change them (e.g. additions, deletions, modifications, etc.)
  • You can either use our End User Viewer Tool to delete some inactive or disabled SharePoint users (http://www.sharepointboost.com/end-user-viewer-tool.html) or upgrade your license with more end-users.The cost of a license upgrade is equal to the price difference between the old and new licenses, plus a standard fee of 50 USD applied to all upgrates submitted. For example, if you had purchased a 200 end-user license for $500 and now you want to upgrade to a 300 end-user license (Price: $600), you only need to pay the difference (600-500=$100) plus the standard upgrade fee ($50), therefore in total $150. It also applied to Farm License.
• What will happen if I buy a new server or add another server? How will this affect my license?
  • Please note that adding an additional server/replacing an old server with a new one will NOT affect Site Collection Licenses/Farm Licenses. Please contact sales@sharepointboost.com for more information only if your Site Collection ID/Farm ID has changed.
  • However, if you are using Server Licenses for an SPB product and you subsequently add an additional WFE to your environment, you will need to purchase another Server License. Also, if you elect to replace an old server with a new server, and the Server Code subsequently changes, you will need to contact sales@sharepointboost.com for more information.
• What is Premium Annual Support? If I buy it, what do I get?
  • For detailed information regarding SharePointBoost's Premium Annual Support plan, please visit our support page.
  • Premium Annual Support must be renewed each year. Support fees are charged per license per year.
• How can I find my Server Code or Site Collection ID/Farm ID?
  • To find your Server Code or Site Collection ID/Farm ID, please check the license management page (this will appear after you install the trial version of our software on your SharePoint servers – for help finding this information, please email support@sharepointboost.com, or download and install the free License Management Center here: http://www.sharepointboost.com/licensecenter.html.
• What is the price for DEV/Test environment? Is there any discount?
  • SharePointBoost offers 50% discount off the list license price for DEV/TEST environment when customers purchase license for their production environment.
• Do I have to pay for updates as new versions of the product are released?
  • Do I have to pay for updates as new versions of the product are released?
  • A minor release contains bugs fixes and minor feature changes (e.g. 1.0 to 1.1). Major releases include significant feature additions and enhancements (e.g. 1.x to 2.0), and Major releases (usually with significant functionality added) require the payment of an upgrade fee. However, if you purchase our Premium Annual Support plan, then all major and minor releases are free for one year.
• Do I need to apply for a new license if the site collection ID/farm ID/server CODE has been changed?
  • Yes. Since the license is generated based on the specific site collection ID/farm ID/server CODE, which means, once the site collection ID/farm ID/server CODE is changed, the original license CODE would be invalid as well. You need to contact our sales team(sales@sharepointboost.com ) for further assistance.

Questions about Purchasing Process:

• Does SharePointBoost accept Purchase Orders?
  • Yes, we accept purchase orders from our customers, for more details on purchasing via PO, please contact sales@sharepointboost.com.
• Which payment methods does SharePointBoost allow?
  • PayPal:
  • The preferred method of payment is PayPal. You can either purchase SharePointBoost products via PayPal account or via credit card. If you would like to purchase a Site Collection License/Farm License where the total number of end-users is greater than 900, we will generate a PayPal purchase link and send it to you in an email (paying via purchase link does not require that you have a PayPal account).
  • Secure Purchase Link:
  • If purchasing our products through PayPal is not possible for you, then you may contact sales@sharepointboost.com to get a secure purchase link generated and then emailed to you. Here you may pay with a credit card online, by phone, or by fax.
  • Bank Transfer:
  • If purchasing our products through PayPal or via a secure purchase link is not possible for you, then you may contact us to get bank information for a wire transfer. Note that you are responsible for any bank transfer fees.
  • If you do not specify one currency from USD, HKD, JPY, or EUR, we will take USD as the default payment currency.
  • SHAREPOINTBOOST DOES NOT ACCEPT CORPORATE OR PERSONAL CHECKS. PLEASE USE PAYPAL, SECURE PURCHASE LINK OR BANK TRANSFER TO PURCHASE OUR PRODUCTS.
• What is SharePointBoost's refund policy?
  • A request for a refund will only be granted if it is received BEFORE the license code has been sent. Once SharePointBoost has sent you a license code, the sale is considered final. We recommend that you take advantage of the 30-day trial period to download and test the product. This should allow you to fully test and make sure the product meets your needs before making a final purchase decision.
• Does SharePointBoost offer a discount for non-profit organizations, government agencies, or educational institutions?
  • Yes, SharePointBoost can offer discount on condition that you can provide proof that your organization is a registered non-profit, please contact sales@sharepointboost.com for the discount.